What does a good/bad onboarding process look like for a new sales hire? (SDR/BDR or AE)

What's the onboarding process look like where you are? or the best ones you've seen?


I took on a sales role at a small startup, there was 1 inside sales rep, a "sales director" and the VP of the company was also doing a fair amount of sales still. I was a customer before working for the company, so I knew the products very well.


On my first day, I was handed a stack of papers with leads from a trade show the company had just attended and told to start calling and that I would sit with the VP later in the week and do some sales training. The list of leads was just a list of names with phone # and email, no notes. I started calling the numbers, most had no idea about our company and weren't even in the right industry to be purchasing our products. But every once in awhile I talked with someone who seemed like they were actually interested, then I could actually talk with them about our products very intelligently because I knew them inside and out. I started getting a few sales and having fun.


After a few days I had worked my way through my list (calling and emailing everyone 1 time), I told my boss. She told me that she was too busy to sit down and do any sales training with me yet, but that I'm doing well, so just figure out a way to find more leads and quote them. She also said cold calling is a waste of time and not to bother with it. My "sales director" was even less help, either sitting in his office with his door closed or out taking meetings somewhere.


I ignored the advice not to cold call, started prospecting and keeping lists of who I've been trying to contact in excel since we didn't have a CRM. Eventually my dumb ass remembered that I had a list of people who never answered their phone, so I kept calling and emailing those contacts too. By the end of my first month there I was out selling our "sales director", doubling his numbers by the end of month 2. By month 3 he was let go and I was handed his list of contacts. My title at this point was still just "sales" and I would be doing everything from prospecting to account management. I still hadn't sat down with our VP for any sales training at this point.


I realised that I'm doing well, but I could be doing much much better. I found a 3 day "fundamentals of selling" training seminar and pitched it to my boss. She said she's fine with me going if I want to spend my time doing that, but I still have to be making sales through that week, and I was instructed to take lots of notes so I could teach what I learn to the inside sales rep.


I'm going to end here because it's getting too long and I don't want to go through my whole history at the company.


So let's hear them from you, whats your best and worst "onboarding" at a company?

🏰 War Stories
🛩 Onboarding
12
TennisandSales
Politicker
7
Head Of Sales
this is so insane. idk how companies get away with shit like this. they are so lucky you have the determination and go getter attitude that you seem to have. many people would have FAILED miserably in this spot. so good for you.

The best onboarding i had was when i was an SDR. After you sign on they sent me to HQ which was in CA for a full week. While there we were pretty much in school. They taught us the basics about the whole industry we were in, like REAL detailed stuff. They also tought us about the product, the competitors and all the key information that we would need. When I got back to my office after that week, the next week was spent shadowing others making cold calls (which actually is a waste of time), and working with my manager and the other new hires on HOW to make a cold call, how to break it down and what objections we were going to face.

They also tought us how to use Salesforce and how to manage our accounts and contact lists. SUPER helpful. So when we were sent off to hit the phones i had a solid understanding of what to do.

now this company turned out to be WICKED toxic and a terrible place to work, BUT they had a solid training program upfront.
Sunbunny31
Politicker
5
Sr Sales Executive 🐰
Between your story and Seegs’ example, I think we have the best and worst right there.
RedLightning
Politicker
1
Mid-Market AE
That sounds very similar to my first sales role, but in a different city and not nearly as toxic.

That was by far the best training I've had because we learned about our customers before our product.
TennisandSales
Politicker
0
Head Of Sales
Could be the same one👀👀👀
BlueJays2591
Politicker
3
Federal Business Dev Director
Onboarding is not difficult. Not sure why companies treat new employees like this. Not a great first impression.
Diablo
Politicker
3
Sr. AE
Sorry but this can’t be even called onboarding. Onboarding is a planned process whether you learn about the team, company, systems, product, process and then comes coaching, training etc.

Having a right CRM and other tech stack in place might make your job more easier.
Kosta_Konfucius
Politicker
3
Sales Rep
You need to get a 30/60/90/365 from them. So you know you are hitting goals for the company. With the sales director getting let go, the company clearly doesn’t let people coast.

For training, seems like leadership isn’t helping. So I would be shadowing the tops reps. Find out what makes the product better and what are their daily habits.

Highly recommend checking on the academy for tips on starting a new role also!

Good luck
J.J.McLure
Politicker
1
Owner at *redacted*
Sorry, guess I left out that I've been with this company for 4 years now 😂 Other than a yearly quota, there are no goals for any sales reps. I've learned so much at this company! We now have 6 in our sales team, I've trained them all as much as I can without overstepping (so mostly on product and what I've found works best to sell it) and we now use HubSpot for tracking everything.
That being said, for a variety of reasons, I'm looking for a remote sales position at a company that is more structured. I'm doing really well in sales here, withproper training and guidance I can do friggin amazing
Pachacuti
Politicker
3
They call me Daddy, Sales Daddy
It’s good you had product knowledge going into your job otherwise you’d be telling a far different story.

You’re doing fine. It’s crazy though how many companies don’t invest in their sales people at the beginning to help them be successful. It’s just shooting themselves in the foot.

Just keep on with what you’re doing.
GOLFaaS
Politicker
0
Sales Leader
Is it weird to say this sounds fun. What I would do for a stack of leads lol
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